APHQX Mutual Fund

APHQX Mutual Fund

NAV$16.22
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Returns Overview

1 Month
+3.06%
3 Months
+7.32%
6 Months
+5.46%
YTD
+6.89%
1 Year
+11.97%
3 Years (annualized)
+5.75%
5 Years (annualized)
+4.61%
10 Years (annualized)
+7.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APHQX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Value Index
This Mutual Fund (YTD)
+6.89%
Peer Avg (YTD)
+9.54%
vs Peers
-2.65%

APHQX Mutual Fund Performance

APHQX performance across multiple time periods: 1-month 3.06%, YTD 6.89%, 1-year 11.97%, 3-year 5.75%, 5-year 4.61%, 10-year 7.54%.

APHQX returns trail the peer average of 9.54% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

APHQX vs another fund shows side-by-side returns. APHQX alternatives are available in the Mutual Fund Screener.